Brad is co-founder and managing partner of TL Private Wealth. As a CERTIFIED FINANCIAL PLANNER™, Brad works closely with a select group of individuals and families to help them through all phases of wealth accumulation, protection, and distribution. Prior to co-founding TL Private Wealth, Brad worked with high-net worth individuals and families at USAA Wealth Management. Brad's years of experience in retirement planning, estate planning, and investment management ensure that he has the expertise to preserve and protect the legacies that his clients have worked to build. Originally from San Antonio, Brad and his wife Tara now call the Dallas-Fort Worth area home. Here they are busy raising